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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,460 | $88,778-78.1% | $81,844-76.2% | $145,884-86.7% |
| Participation rate | 36.8% | 75.1%-38.2pp | 72.4%-35.5pp | 80.3%-43.5pp |
| Annual return | 12.57% | 1033.03%-1020.5pp | 778.87%-766.3pp | 551.85%-539.3pp |
| Employer contribution / active EE | $742 | $3,087-76.0% | $2,916-74.6% | $4,662-84.1% |
| Participant deferral / active EE | $1,646 | $4,648-64.6% | $4,323-61.9% | $6,690-75.4% |
| Admin fee / account holder | $728 | $8,430-91.4% | $7,355-90.1% | $13,392-94.6% |